+137.9%
PSMT price history and return analytics
+226.9%
-89.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | 0.0% |
| 7D | -2.4% | -2.0% | -0.4% | -0.9% |
| 30D | -1.6% | -1.4% | -0.1% | -0.4% |
| 3M | -2.6% | +4.7% | -7.3% | -6.1% |
| 6M | +15.3% | +11.4% | +3.9% | +5.9% |
| YTD | +39.3% | +13.1% | +26.3% | +26.5% |
| 1Y | +54.0% | +19.0% | +35.0% | +34.3% |
| 3Y | +138.8% | +73.9% | +64.8% | +54.3% |
| 5Y | +115.4% | +65.4% | +50.0% | +43.9% |
| All | +137.9% | +226.9% | -89.0% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling